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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,352 | $111,814-74.6% | $103,378-72.6% | $145,978-80.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.41% | 24.80%-15.4pp | 24.91%-15.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $4,607 | $4,215+9.3% | $3,870+19.0% | $4,662-1.2% |
| Participant deferral / active EE | $5,183 | $5,618-7.7% | $5,058+2.5% | $6,690-22.5% |
| Admin fee / account holder | $279 | $9,764-97.1% | $8,401-96.7% | $13,400-97.9% |